Time Horizon
Quarter 30 120d
Quarter 30 120d time-horizon intelligence organises articles by the period over which a signal is expected to matter. This view helps readers distinguish immediate operational changes from longer-cycle governance, investment, standards, and infrastructure shifts.
Case File
SNS Network: Malaysia’s ICT integrator for a connected future
Malaysia’s SNS Network delivers broadband, cloud and cybersecurity solutions with local offices in Ipoh, Penang, Selangor and Sarawak.
Case File
Starlink to lower satellite orbits in 2026 to enhance space safety
Starlink plans to lower thousands of satellites to about 480 km in 2026 to improve space safety and reduce collision risk.
Case File
Nvidia asks TSMC to boost H200 chip output as Chinese demand surges
Nvidia has asked TSMC to ramp up H200 AI chip production to meet booming Chinese demand, with regulatory hurdles still unresolved.
Institutional
China presses Netherlands over Nexperia chip dispute
China urges the Netherlands to correct its actions on Nexperia, saying Dutch intervention has disrupted the global semiconductor supply chain.
Leaders
Samsung Electronics touts HBM4 progress as memory market competition intensifies
Samsung Electronics reports progress on HBM4 memory chips as competition in the high-bandwidth memory market intensifies in 2026.
Case File
China’s Biren raises $717M in Hong Kong AI chip IPO
Chinese AI chip designer Biren completes a $717m Hong Kong listing, highlighting strong interest in domestic semiconductor innovation.
Case File
Baidu’s Kunlunxin files confidentially for Hong Kong IPO amid China’s AI chip push
Baidu prepares a potential IPO for its AI chip arm Kunlunxin as China accelerates efforts to build domestic semiconductor capacity.
Case File
China’s landSpace targets $1B IPO to fuel reusable rocket technology growth
China’s LandSpace plans a $1 billion IPO to accelerate reusable rocket technology and expand its commercial space presence.
Case File
India’s broadband subscriber base surpasses 1B, Marking decade of digital expansion
India’s broadband subscriber base crossed 1 billion in November 2025, reflecting rapid expansion of digital connectivity nationwide.
Case File
ByteDance ramps up Nvidia chip spending amid AI surge
Heavy investment in AI chips signals ByteDance’s long-term commitment to scaling data-intensive and generative technologies.
Leaders
Telefónica Tech sells Latin America units to streamline strategy
Telefónica Tech sells its Latin America units to Hiberus, aiming to sharpen focus on core markets while ensuring service continuity.
National Telecom
Finland probes damage to undersea cable between Helsinki and Tallinn amid critical infrastructure concerns
Finland investigates damage to critical undersea telecom cable linking Helsinki and Tallinn after vessel seizure and crew arrests.
Regional ISP
How IP leasing quietly reshapes the economics of the Internet
IPv4 leasing is not innovation but adaptation, revealing how scarcity reshapes incentives in the Internet’s core systems.
AFRINIC
Bottom-up power is essential in ICP-2 revision, insists Lu Heng
Lu Heng explains why ICP-2 revision must preserve bottom-up governance to ensure RIR accountability and resist centralised control.
Case File
Nvidia in advanced talks to buy Israel’s AI21 Labs
Nvidia is in advanced talks to acquire Israel’s AI21 Labs in a deal up to $3 billion to strengthen its AI software and talent base.
AFRINIC
How CAIGA fits into Smart Africa’s digital transformation agenda
Critics warn CAIGA is less about digital transformation and more about political control, raising concerns over Smart Africa and ICANN’s role.
Case File
Cybersecurity in 2025: Netscout’s AI-driven defence strategies confront evolving threats
Netscout highlights AI-based threat intelligence and automation in 2025 cybersecurity but industry experts warn about risks of overreliance.
Case File
China enforces 50% domestic equipment rule for chipmakers to boost local supply chain
China requires chipmakers to use at least 50 % domestically made equipment for new capacity, reshaping semiconductor supply chains.
Case File
MiniMax’s IPO signals momentum in China’s AI scale and Hong Kong tech listings
MiniMax’s Hong Kong IPO backed by Alibaba and Gulf capital signals renewed momentum for China’s AI market and tech listings.
Case File
xAI expands AI compute capacity with third data centre purchase
xAI buys a third building near Memphis to expand AI compute to nearly 2 GW, highlighting competition and environmental concerns.